Aaron Volz is a registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4477 Legendary Dr, Unit 101, Destin, FL, 32541
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron owns rental real estate and is a partner in Oasis Properties LLC, which purchases and sells vacant land, each requiring minimal time. He also works as an independent contractor for DoorDash/UberEats, doing occasional food delivery, also requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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